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Disclosery

Rossby Financial, LCC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rossby Financial, LCC on SCHX, newest first. How the timeline and the estimate are built.

Rossby Financial, LCC held 21,391 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,391 shares
    Change vs previous 13F -724 shares

    0.12% of the 13F portfolio, value $629,525.

    13F-HR 0002056510-26-000003 filed by Rossby Financial, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,115 shares
    Change vs previous 13F +10,250 shares

    0.12% of the 13F portfolio, value $571,456.

    13F-HR 0002056510-26-000002 filed by Rossby Financial, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,865 shares
    Change vs previous 13F +8,028 shares

    0.1% of the 13F portfolio, value $319,277.

    13F-HR 0002056510-26-000001 filed by Rossby Financial, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,837 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $101,440.

    13F-HR 0002056510-25-000005 filed by Rossby Financial, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,837 shares
    Change vs previous 13F -450 shares

    0.04% of the 13F portfolio, value $93,767.

    13F-HR 0002056510-25-000003 filed by Rossby Financial, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,287 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $93,277.

    13F-HR 0002056510-25-000002 filed by Rossby Financial, LCC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).